Clio + Sierra Interactive
Update Sierra Interactive leads when new Clio activities occur
Keep your leads up to date and organized with this convenient Clio to Sierra Interactive workflow. Whenever there's a new activity in Clio, this automation will seamlessly update the corresponding lead information in Sierra Interactive. Stay organized and save time by streamlining your lead management process.
Keep your leads up to date and organized with this convenient Clio to Sierra Interactive workflow. Whenever there's a new activity in Clio, this automation will seamlessly update the corresponding lead information in Sierra Interactive. Stay organized and save time by streamlining your lead management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Lead
Update an existing lead in your Sierra account.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Sierra Interactive
Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your business.